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We get to talk to a lot of people around the United States and even expats who live around the globe. And when we’re designing ideal retirement income plans, one topic that comes up over and...

Because we get to work with and talk with dozens of people who retire each year, we get to see those who do it well, and then we also get to see those who make some mistakes. In this post, we’re...

In this post, we’ll discuss when it may make sense to take Social Security early.

The common Social Security planning technique or strategy is to wait as long as you can before you start. If you...

The Internal Revenue Service stated that this tax season could be a frustrating one. I want to share what the IRS commissioner said so that you can be prepared, and then also I’ll share a few...

I’m fortunate to have been able to talk to hundreds of people in their fifties and sixties about their plans for retirement. And I recognize that there are two things a lot of people have in...